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Dynasty Wealth Management’s Targa Resources TRGP Stock Holding History

Dynasty Wealth Management’s Portfolio TRGP Stock Details TRGP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$360K Buy
1,436
+115
+9% +$24.9K ﹤0.01% 270
2025
Q4 		$244K Buy
+1,321
New +$223K ﹤0.01% 316

Other funds holding TRGP

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Dynasty Wealth Management's TRGP Position: Q1 2026 in Review

Dynasty Wealth Management increased its Targa Resources (TRGP) stake by 8.7% in Q1 2026, buying an estimated $24.9K and bringing the position to 1,436 shares worth $360K. The position accounts for ﹤0.01% of the portfolio, ranked #270.

Dynasty Wealth Management first reported a position in TRGP in Q4 2025 and has held it in 2 quarters since. 1,030 funds tracked by Wall St. Rank hold TRGP as of Q1 2026.

  • Dynasty Wealth Management held 1,436 shares of Targa Resources worth $360K as of Q1 2026.
  • Dynasty Wealth Management bought 115 Targa Resources shares in Q1 2026, an estimated $24.9K.
  • Targa Resources made up ﹤0.01% of Dynasty Wealth Management's portfolio in Q1 2026, its #270 holding.
  • Dynasty Wealth Management first reported a position in Targa Resources in Q4 2025 and has held it in 2 quarters since.
  • 1,030 funds tracked by Wall St. Rank held Targa Resources as of Q1 2026.

Based on Dynasty Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.